CareTrust REIT, Inc. filings document the financial reporting, governance and capital-structure disclosures of a healthcare real estate investment trust. Form 8-K reports cover operating results, Regulation FD supplemental information, investor presentations, material definitive agreements and stockholder voting outcomes.
Proxy materials describe board elections, executive compensation, auditor ratification and related governance matters. Material agreement filings address the company and CTR Partnership, L.P., including equity distribution arrangements for common stock and operating partnership amendments that establish LTIP Units. These records also document REIT operating metrics, partnership-unit structure and financing tools used alongside the company’s skilled nursing, seniors housing and other healthcare property portfolio.
CareTrust REIT, Inc. director Gregory K. Stapley reported his beneficial ownership of the company’s stock. A total of 806,482 shares of common stock are listed as beneficially owned indirectly through the Stapley Family Trust dated 4/25/2006, with Stapley serving as trustee. The report reflects an event date of 01/01/2026 and is filed as a Form 3 by a single reporting person.
CareTrust REIT, Inc. disclosed an initial ownership filing for its Chief Financial Officer and Treasurer, Derek Bunker, as of 01/01/2026. The Form 3 identifies him as an officer of the company and states that he does not beneficially own any CareTrust REIT securities at this time. The filing is made by a single reporting person and includes a power of attorney authorizing the execution of this ownership report.
CareTrust REIT, Inc. entered into a Second Amended and Restated Agreement of Limited Partnership for CTR Partnership, L.P., creating a new class of limited partnership interests called LTIP Units, with subclasses including Basic LTIP Units and Performance LTIP Units. These LTIP Units are intended to qualify as profits interests for U.S. tax purposes and carry voting rights similar to Partnership Common Units.
Basic LTIP Units generally receive the same per‑unit distributions as Partnership Common Units, while Performance and AO LTIP Units receive a fraction of those distributions until a defined Full Distribution Participation Date. Once vested and after meeting capital account thresholds, LTIP Units may be converted into Partnership Common Units, which can then be redeemed for cash or, at the company’s election, shares of common stock.
The Compensation Committee approved an LTIP Unit program allowing eligible participants, including all directors and executive officers, to elect to receive annual equity awards in the form of Basic and/or Performance LTIP Units. It also approved standard forms of award agreements governing vesting, performance conditions based on relative total shareholder return, and other terms for grants under the existing Incentive Award Plan.
Cohen & Steers filed a Schedule 13G reporting passive ownership of CareTrust REIT, Inc. common stock. The group beneficially owns 18,590,517 shares, representing 8.44% of the class as of the stated event date. The filing lists sole voting power over 14,320,104 shares and sole dispositive power over 18,590,517 shares.
Cohen & Steers, Inc. and affiliates, including Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Asia Limited, and Cohen & Steers Ireland Limited, report that the securities are held for the benefit of client accounts. The certification states the holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
CareTrust REIT (CTRE): Wellington files Amendment No. 4 to Schedule 13G/A reporting beneficial ownership of 10,462,849 shares of common stock. The filing lists shared voting power of 8,835,577 shares and shared dispositive power of 10,462,823 shares, with no sole voting or dispositive power. The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP.
The securities are held of record by clients of Wellington-affiliated advisers, and the certification states they were acquired and are held in the ordinary course, not to change or influence control. The filing notes that no single client is known to have rights over more than five percent of the class. The reported event date is September 30, 2025.
CareTrust REIT, Inc. (CTRE) reported that it issued a press release announcing financial results for the third quarter ended September 30, 2025, and furnished related materials.
The company provided a press release as Exhibit 99.1 and supplemental financial information as Exhibit 99.2, each incorporated by reference but expressly not deemed “filed” under the Exchange Act. The supplemental package is also available on the company’s investor website.
CareTrust REIT, Inc. (CTRE) reported strong Q3 2025 results. Total revenues were $132.4 million, up from $77.4 million a year ago, driven by higher rental income and contributions from new assets. Net income attributable to the company rose to $74.9 million from $33.4 million, with diluted EPS of $0.35 versus $0.21. Cash and cash equivalents ended at $712.5 million.
Year-to-date expansion was anchored by the May 2025 acquisition of Care REIT plc, accounted for as an asset acquisition with total consideration of $622.9 million, adding a large U.K. Care Homes portfolio. Real estate investments, net increased to $3.27 billion from $2.23 billion at year-end 2024, and the company listed future minimum rental income of $5.12 billion. Capital activity included issuing 23.0 million common shares in the quarter (net $706.4 million added to additional paid-in capital) and a new $500 million senior unsecured term loan. Shares outstanding were 222,746,343 as of September 30, 2025 and 223,300,322 as of November 4, 2025.
FMR LLC filed a Schedule 13G/A (Amendment No. 1) reporting a passive beneficial ownership position in CareTrust REIT, Inc. (CTRE). FMR reports 11,514,687.40 shares, representing 5.2% of the common stock, with the event date 09/30/2025.
FMR lists 11,427,795.00 shares with sole voting power and 11,514,687.40 shares with sole dispositive power. Abigail P. Johnson is also a reporting person, with 0 voting power and sole dispositive power over 11,514,687.40 shares.
The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The filing notes one or more other persons may have rights to dividends or sale proceeds, and no single such interest exceeds five percent of the class.
CareTrust REIT, Inc. (CTRE) expanded its Board to six directors and appointed Gregory K. Stapley, effective January 1, 2026. He is not expected to serve on any Board committee. Director compensation includes an annual cash retainer of $85,000 and an annual restricted stock award valued at $145,000, granted in conjunction with the annual meeting and vesting on the earlier of the first anniversary or the next annual meeting, subject to continued service. For service through the 2026 annual meeting, he will receive prorated cash.
The Board adopted amended and restated bylaws effective October 21, 2025. Key changes require compliance with universal proxy rules, including soliciting 67% of the voting power for director nominations or the nomination may be disregarded. The bylaws also tighten advance notice disclosures and representations, limit nominations to available seats, require in-person appearance to present business, clarify meeting chair authority, align electronic/virtual meeting provisions with Maryland law, and add the office of Chief Investment Officer.
BlackRock, Inc. filed an amended Schedule 13G (Amendment No. 4) disclosing beneficial ownership of 36,787,947 shares of CareTrust REIT, Inc. common stock, representing 16.5% of the class as of 09/30/2025. BlackRock reports sole voting power over 36,002,775 shares and sole dispositive power over 36,787,947 shares, with no shared voting or dispositive power.
BlackRock certifies the securities were acquired and are held in the ordinary course and not to change or influence control. Item 6 notes that iShares Core S&P Small-Cap ETF has an interest in CareTrust REIT common stock of more than five percent of the total outstanding common stock.